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  2. NEW YORK STATE UNITED TEACHERS
Sponsor portfolioTH

NEW YORK STATE UNITED TEACHERS

EIN 14-1584772-retail-Latest filing 2025
Plans
3
Retirement
2
$723.5M assets
Welfare
1
$23.5M premiums
Participants
2,602
800 TROY SCHENECTADY ROAD - LATHAM, NY 121102455518-213-6000LinkedIn11-50 employeesretail
Plans on this EIN
3 filings
#001TraditionalDB-$465.6M - 1,076 part#002401k-$257.9M - 616 part#501Mixed-$23.5M - 3,759 lives

Retirement portfolio analytics

2 plans aggregated / $723.5M assets / 1,692 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EMPLOYEES RETIREMENT PLAN (#001)64%
  • NYSUT STAFF 401(K) (#002)36%
Total $723.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#001)1,076
  • NYSUT STAFF 401(K) (#002)616
Total 1,692Click row to drill in

Benefits portfolio analytics

1 plan / $23.5M premiums / 3,759 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.5M
  • Prescription drug$9.1M
  • Stop-loss$1.3M
  • Dental$879K
  • Other$486K
  • Life$342K
  • +2 more
Total $23.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • ANTHEM LIFE INSURANCE COMPANY42%
  • CVS PHARMACY, INC39%
  • MVP HEALTH CARE7%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • DELTA DENTAL OF CALIFORNIA4%
  • +3 more
Total $23.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • DELTA DENTAL OF NEW YORK49%
  • THE SEGAL COMPANY27%
  • NEW YORK STATE UNITED TEACHERS19%
  • DAVIS VISION6%
Total $127K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NYSUT EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$465.6M
Participants1,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NYSUT STAFF 401(K) PLAN

401k

Assets$257.9M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW YORK STATE UNITED TEACHERS STAFF WELFARE PLAN

Mixed - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$23.5M
Covered lives3,759
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NYSUT EMPLOYEES RETIREMENT PLANTraditionalDB$465.6M1,0762024
002NYSUT STAFF 401(K) PLAN401k$257.9M6162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW YORK STATE UNITED TEACHERS STAFF WELFARE PLANMixedANTHEM BLUE CROSS BLUE SHIELD$23.5M3,7592025
Retirement plans
Welfare plans
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